Planning
Personal Financial Planning
Our client-focused process is tailored to help individuals set financial goals, develop a financial road map, and implement the appropriate financial tools and strategies.
Supported by:
- Investment management products (e.g., stocks, bonds, mutual funds)
- Insurance planning and products (e.g., term, universal, and variable life; health; long-term care; and disability insurance)
- Asset allocation services
- Educational programs
- Tax-sensitive planning
- Estate planning coordination services
Business Financial Planning
We take a personalized approach with business owners, developing objectives, strategies, and tactics to pursue long-term financial results.
Supported by:
- Employee group benefits
- Executive compensation planning
- Retirement plan services
- Buy-sell agreement analysis and funding
- Business succession planning
- Estate planning for closely held businesses
- Strategic planning
Multigenerational Financial Planning
Designed to support the accumulation, conservation, utilization, and transfer of family wealth, these services are geared toward higher-net-worth clients—executives, professionals, or business owners.
Supported by:
- Sophisticated asset allocation strategies and wealth transfer techniques
- Business succession consulting and planning
- Advanced income and estate tax advising
- Charitable giving tools and techniques
- Financial education programs for the next generation